tag:blogger.com,1999:blog-7707793736288462113.post7934356940865301821..comments2024-03-15T03:27:49.084-04:00Comments on Bubbles and Busts: Corporate Revenues Fail to Keep Pace with Tiring Market RallyAnonymoushttp://www.blogger.com/profile/00720722626969395929noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7707793736288462113.post-30284449814870819812021-11-14T08:56:31.954-05:002021-11-14T08:56:31.954-05:00Wow i can say that this is another great article a...Wow i can say that this is another great article as expected of this blog.Bookmarked this site.. <a href="https://accountsguru.com.sg" rel="nofollow">taxation</a><br />mahnoorhttps://www.blogger.com/profile/01220958242904671584noreply@blogger.comtag:blogger.com,1999:blog-7707793736288462113.post-69802494459375903102013-01-24T22:53:55.393-05:002013-01-24T22:53:55.393-05:00Hey nanute. Despite my bearish tone, I do recogniz...Hey nanute. Despite my bearish tone, I do recognize there are many reasons to be bullish: strong earnings, low interest rates, momentum, etc. As I pointed out in the post, I think earnings are being overstated and separately, interest rates/QE have less of an impact on future nominal earnings than many suspect. I don't expect those views to change but think people are overlooking declining margins, slow earnings growth and bottoming interest rates. <br /><br />So yes, I think we will see a bear market within the next 2-3 years that brings the S&P 500 back into triple digits. History is also on our side since few bull markets have lasted more than 4 years (where we are now). All that being said, I would be careful where in the bond market you try to hide out. Junk bonds look more bubblicious than stocks. My best guess is mid-to-long term Treasuries, agency-MBS, and high-grade corporates remain decent bets.Anonymoushttps://www.blogger.com/profile/00720722626969395929noreply@blogger.comtag:blogger.com,1999:blog-7707793736288462113.post-63272214185839301762013-01-24T13:22:56.792-05:002013-01-24T13:22:56.792-05:00Woj, I'm no expert either. With growth being b...Woj, I'm no expert either. With growth being barely above anemic, how does one account for such rapid growth in the value of the S&P500? This seems to be the making of a bubble getting ready to burst. When is the question, not if. I had been considering moving some funds into an S&P index fund and out of my total bond market index fund. Now I'm not so sure. I think I'm more willing to take a small hit on my bond fund as opposed to a bigger risk and larger hit when the S&P corrects. 2-3yrs out? That seems overly optimistic. nanutehttps://www.blogger.com/profile/04526158764171117978noreply@blogger.com